Luther King Capital Management (LKCM)
EXR icon

Luther King Capital Management (LKCM)’s Extra Space Storage EXR Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Hold
8,955
– – 0.01% 393
2026
Q1 		$1.17M Hold
8,955
– – 0.01% 399
2025
Q4 		$1.17M Sell
8,955
-68
-0.8% -$9.27K ﹤0.01% 402
2025
Q3 		$1.27M Buy
9,023
+300
+3% +$43.1K 0.01% 397
2025
Q2 		$1.29M Buy
8,723
+67
+0.8% +$9.75K 0.01% 386
2025
Q1 		$1.29M Sell
8,656
-890
-9% -$135K 0.01% 376
2024
Q4 		$1.43M Hold
9,546
– – 0.01% 360
2024
Q3 		$1.72M Sell
9,546
-6
-0.1% -$1.01K 0.01% 338
2024
Q2 		$1.48M Buy
9,552
+97
+1% +$14.1K 0.01% 347
2024
Q1 		$1.39M Sell
9,455
-200
-2% -$29.2K 0.01% 361
2023
Q4 		$1.55M Sell
9,655
-111
-1% -$14.1K 0.01% 344
2023
Q3 		$1.19M Buy
+9,766
New +$1.31M 0.01% 372
2016
Q3 		– Sell
-2,445
Closed -$226K – 498
2016
Q2 		$226K Hold
2,445
– – ﹤0.01% 479
2016
Q1 		$229K Sell
2,445
-975
-29% -$84.7K ﹤0.01% 478
2015
Q4 		$302K Hold
3,420
– – ﹤0.01% 463
2015
Q3 		$264K Buy
+3,420
New +$250K ﹤0.01% 474

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Luther King Capital Management (LKCM)'s EXR Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Extra Space Storage (EXR) position steady in Q2 2026 at 8,955 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #393.

Luther King Capital Management (LKCM) first reported a position in EXR in Q3 2015 and has held it in 16 quarters since. The position peaked at $1.72M in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Luther King Capital Management (LKCM) held 8,955 shares of Extra Space Storage worth $1.3M as of Q2 2026.
  • Luther King Capital Management (LKCM) left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #393 holding.
  • Luther King Capital Management (LKCM) first reported a position in Extra Space Storage in Q3 2015 and has held it in 16 quarters since.
  • Luther King Capital Management (LKCM)'s Extra Space Storage position peaked at $1.72M in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.